|
⚲
|
| Prosperity Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 310720 |
| SEC # | 801-119613 |
| CIK # | |
| AUM | $216.0 M (2026-03-04) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 585-381-5900 |
| Address | 50 Square Drive Victor, NY 14564 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 52.3 |
| (b) Individuals (high net worth individuals) | 88 | 163.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 790 | 216.0 |
| By Discretionary | ||
| Discretionary | 790 | 216.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 790 | 216.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.0 | |
| Total | 790 | 216.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Simmons Partnership Inc
✚
|
MD | 0.2 |
|
Aegis Wealth Management Inc
✚
|
IA | 0.2 |
|
Hofer & Associates Inc
✚
|
CA | 0.2 |
|
North Ridge Wealth Advisors Inc
✚
|
OR | 0.2 |
|
ARK Wealth Management LLC
✚
|
TX | 0.2 |
|
Wedgewood Investors Inc
✚
|
PA | 0.2 |
|
Roundangle Advisors LLC
✚
|
NJ | 0.2 |
|
Kennedy Wealth & Tax Management LLC
✚
|
CT | 0.2 |
|
Levin Funding Group LLC
✚
|
AZ | 0.2 |
|
Values First Advisors Inc
✚
|
TN | 0.2 |